Advisors for the Neonta Family
Office
Our Philosophy:
We sustainably make money by:
Earning income in fiat
Saving in real assets
Investing privately where we can affect the outcome
Risk
Management:
Liability Insurance (Home/Auto/Umbrella)
Property/Casualty Insurance (Home/Auto)
Asset-based Financing:
Real Estate (First-position HELOC and HECM)
Whole Life Insurance (High Cash
Value/Policy Loans)
Cash-value Collateral Loans (CV-LOC)
Precious Metals (Depository Storage/PM
Loans)
Securities (Margin Loans/SB-LOC)
Interest Strategies:
Simple vs. Amortized Interest
Interest Rate Spread Arbitrage
Volume of Interest vs. Rate of Interest
Uninterrupted Compound Interest
High-level Strategies:
Velocity Banking
Infinite Banking
Cash Flow Optimization
Viatical Settlements
Tax Liens & Tax Deeds
Speculation Is Not A Surrogate for Yield
Secured Debt
Only: Below, At Or Near Prime
Defined-risk
Options Strategies on Underlying Stocks and Futures
Passive Income (Turn Net Worth into Cash Flow)
Buy, Borrow, Bye (Die)! (Avoid Income/Capital Gains Taxes)
